Yeah, anyone who's ever worked in big corp tech will well know they are just a number... if you can be outsourced or or retired to make the quarterly figures look a bit better, you're gone...
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Intel has a Pretty Big Problem..
- Thread starter Purgatory
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Yeah, anyone who's ever worked in big corp tech will well know they are just a number... if you can be outsourced or or retired to make the quarterly figures look a bit better, you're gone...
Caporegime
Interesting, AMD, Intel and Broadcom competed for Playstation 6 contract in 2022 but lost contract to AMD due to disagreements how to share profits.
Broadcom wanted to design CPU and GPU for Playstation 6? Wow.
It will be interesting when next generation Xbox will unveil to see the full specification if Intel won Xbox contract in 2022 or so to design and manufacture CPU and Xe GPU for Microsoft next generation Xbox consoles.
According to MLID Microsoft are still trying to play AMD off against Intel, at this point i don't think it matters, XBox is dead.
It will be even more dead if it ends up being an all intel xbox... can you imagine, runs like a furnace, consumes all the power. Needs its own dedicated ring main. overvolts itself and fails. I mean the current series x sucks but the series s is a nice little console. If not a little underpowered.
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Associate
This didn't take long. Perhaps they've been reading this thread!?
www.theregister.com
Intel ejects Foundry as independent subsidiary
Pauses European fabs, scores secret US gig, teams up with Amazon, re-orgs its innards, and more!
www.theregister.com
Interesting trends at work - gaming handhelds (albeit most want cheaper stuff than the likes of the Go and Ally, etc.) and gaming PCs are getting a lot more interest than consoles.
Had a bit of a laugh as one girl built a 14900K w/ 4090 rig and then admitted she mostly just ends up playing browser games which will run fine on a phone.
The windows gaming handhelds just in general have come a long way, the steam deck paved the way for whats possible and that is awesome! So much more mainstream. But looking at the MSI claw the Intel offerings here are just bad. Im sure they could offer something half decent but with z2 on the horizon you have to wonder what they have in the back pocket that will come close to that. So far as I can see they don't have anything for the z1 let alone its successor, I cant see OEM's jumping on an intel solution in "consoles" for some time.
You have to laugh at 14900k/4090 for browser games
Need that additional power for that for sure.
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Caporegime
The windows gaming handhelds just in general have come a long way, the steam deck paved the way for whats possible and that is awesome! So much more mainstream. But looking at the MSI claw the Intel offerings here are just bad. Im sure they could offer something half decent but with z2 on the horizon you have to wonder what they have in the back pocket that will come close to that. So far as I can see they don't have anything for the z1 let alone its successor, I cant see OEM's jumping on an intel solution in "consoles" for some time.
You have to laugh at 14900k/4090 for browser games
Something is off about that, they knew it was bad and tried to push ahead with it anyway, when MSI learned Steve Burke had gone to Taiwan (the only place you could get them) MSI contacted him and offered him one for review, when he got it he found it had been opened and some of the BIOS settings had changed.
He didn't review that one, the thing never made it to mass market, no one in Taiwan bought one and after all that MSI made some noise about not just already working on V2, but also V3, 4, and 5.... like some spiteful child throwing a temper tantrum threatening to keep screaming until they get their way.
Who knows but Intel have been bidding against AMD for all this stuff for a while now and MSI instead of going for the smart move took Intel up on a too good to be true deal which turned out to be the cause of a bad product no one wants and they are petulant about it.
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it was probably always the plan. that article seems to think the losses for the foundry are some massive head ache.
I think whomever wrote it doesn't understand how much money fabs cost to build if they expected foundries to be able to be in profit already.
a fab only costs 10-20billion
Intels problem is they didn't expect to be in such a weak position wtith their CPUs and they probably don't understand how bad the intel reputation actually is.
they need to do a lot of work if they ever want to be the number 1choice in the minds of younger generations.
It's almost like they have to win people over with the GPUs if they want to try and get people under their brand again for CPUs
desktop cpu market in EU is like 60-75% amd? based on sale stats from germany?
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I just dont think they have a compelling enough SoC. They can likely make one but it won't compete just yet because that z1 is absurdly good for what it is. Im pretty excited to see the Strix based z2 thats probably going to be a really compelling little chip that is.
Caporegime
Good point that a lot of us including me a probably missing, the old tropes about AMD from my generation are being replaced by a new generation who don't have those hang-ups, AMD are probably doing a better job than Intel appealing to them, even the 30 year old in me thinks Intel are a bit old and stuffy, AMD are way cooler. Ryzen is cool, the branding is cool, the box art is cool....
30 year old's don't buy AMD CPU's like we did, they are buying a Ryzen CPU, its why the Ryzen branding is so much more prominent than AMD, Intel with a traditional idea of marketing renamed their CPU's Core Ultra, in their traditional thinking Ultra communicates top tier, the best, to a millennial its just not a cool word, its lame, lame like Intel or AMD.
Even Pat Gelsinger looks like an old dork, Lisa looks dynamic, she has a Doctor pronoun, she is not a stuffy old white male, she's cool.
Intel's time has passed, the cool kids Ryse.
I think AMD know Intel are working hard to prove themselves and at the same time burning corporate welfare to undercut them, AMD must understand that they need to keep offering something that is that much more compelling vs Intel, they have to work harder for that now.
So i'd like to think the Z2 Extreme (simplistically cool name) will be very very very good.
stuffy white male works just fine for Apple, so it can't be that.
Surprised he doesn't have a PHD tbh, seems he got his bachelor and masters done.
apparently he has 8 patents which is kinda cool.
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Intel need to shoot themselves in the foot long enough for their exclusivity contracts to run out. AMD gets the short end of the stick in the laptop market, although part of that could be down to supply. Will be interesting to see where things go with the new Ultra 2 chips though.
Some data centres hang on to Intel, even though it's severely inferior, but it's a known evil. Steadily changing though, especially where there is significant scale up/new builds.
Caporegime
Intel have made some errors that have been a help to AMD, but i do hate the way too many people talk about this as if its just Intel being unlucky while AMD are just beneficiaries of that bad luck.
I think those people were born in to it during the Bulldozer era, i'm old enough to have seen this before, i've been around long enough to have witnessed AMD out engineer and out innovate Intel at every turn before Bulldozer, for all the years of Intel vs AMD X86 innovation and engineering rivalry the majority of them have belonged to AMD, almost all of them in fact.
So AMD have had to fight very hard to get where they are now at, take nothing away from them its impressive what they have achieved.
There is still a lot of work ahead of them, Intel have so many big leavers they can pull and AMD cannot let up until they have snapped the cables on every single one of those leavers, they snapped the cable of entrenched mindshare, they snapped the cable of Intel's massive funds war chest by making them spend it all to unsuccessfully keep them out.
Now, and to cite your "exclusivity contracts" AMD needs to set about making that a detriment to anyone who has these never AMD contracts, looking at you Dell, hows Lenovo, Gigabyte and Asus eating in to your marketshare working out for you?
And finally the biggest one, corporate welfare, Intel still have, to some extent a relationship with the US government where they can beg for taxpayers money and be given it, now that Intel have burned through their own funds trying to hold AMD down they will burn through the taxpayers purse, this is something AMD need to continue to resist until the US government writes them off, no matter how many billion of tax payers money Intel burn, i realise Intel have just been given yet another tax payers bailout but it is having an effect, Intel have had to resort to complaining that Nvidia and AMD are not playing ball writing massive cheques for them in the interests of US chip manufacturing, i'm pretty sure the US government are starting to realise why that actually is, i have no doubt Nvidia and AMD explained it to them.
So as a part of that bailout deal i think Intel are being forced to spin off their foundries, this is a victory for AMD because without those foundries Intel lose their Chips Act leavers, they become no more relevant to the US government than AMD or Nvidia.
AMD are an impressive RPG boss.
Nvidia tho, they are the final boss. sat waiting, quietly brooding.
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Associate
I did read that bit, yeah, it isn't as bad as the headline, though I'd still guess that the coffee can't have been that luxurious to be worth the optics of cutting it though, in the context of spending billions on R&D and fabs.
It really depends on what it was cut to. Standard filter coffee machine? Ok. Nescafe Original? Intel's doomed.
I saw a comment on reddit from a supposed intel employee. claiming intel only use BUNN drip coffee machines.
Apparently the coffee and soda fountains were free and they no longer will be.
if true seems kinda weird, I wonder how much the free soda and coffee costs them a year as a percent of outgoings
Permabanned
one ring to rule them all.
yes precious.
I only like to have one brand in the pc space. let it be brawndo. monopolies are always good. intel needed a kick in the butt. and i wish them all the best.
I think the competitor who still lags in marketshare needs to bleat the loudest. whatever is the easiest sales hype narrative.
yes precious.
I only like to have one brand in the pc space. let it be brawndo. monopolies are always good. intel needed a kick in the butt. and i wish them all the best.
I think the competitor who still lags in marketshare needs to bleat the loudest. whatever is the easiest sales hype narrative.
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Associate
"As we continue acting with urgency to execute the plan we announced last month, we are also working to carefully manage our cash as we meaningfully improve our balance sheet and liquidity. This includes through selling part of our stake in Altera—which is something we have talked about publicly several times and has long been part of our strategy to generate proceeds for Intel on Altera’s path to an IPO."
Caporegime
"As we continue acting with urgency to execute the plan we announced last month, we are also working to carefully manage our cash as we meaningfully improve our balance sheet and liquidity. This includes through selling part of our stake in Altera—which is something we have talked about publicly several times and has long been part of our strategy to generate proceeds for Intel on Altera’s path to an IPO."
Right, so they aren't actually selling it, they are creating shares from it but maintaining control, yeah no! This is worse than buying Intel shares and no one wants any of those right now.
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